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Disclosery

IYW ISHARES TR

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SHS (fund)

1,154 managers (1,167 13F filers) reported a position in IYW shares at 2025-06-30, 79,840,053 shares in all. 131 filers opened a position and 57 filers sold out during the quarter.

Managers
1,154
13F filers
1,167
New
131
Added
332
Reduced
470
Sold out
57
Shares held by filers
79,840,053

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,072,182$1.75B-977,806Timeline
MORGAN STANLEYin group MORGAN STANLEY5,940,167$1.03B0.07%-12,24113F-HRTimelineGroup
LPL Financial LLC5,416,010$938M0.31%+80,25013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,605,305$798M0.06%+120,55813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,362,545$756M15.57%-166,21613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,185,104$552M0.04%-159,53613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,810,133$314M0.07%-60,50513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,598,623$277M0.1%+97,38913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,578,554$274M0.06%+93,72513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,164,822$202M0.13%+401,47213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,156,536$200M0.05%+27,05613F-HRTimelineGroup
Dynasty Wealth Management, LLC1,050,498$182M3.1%-257,50313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA982,887$170M0.03%-60,42913F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC906,393$157M0.55%-141,32013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC886,278$154M0.44%-33,72313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP880,824$153M0.27%-337,30013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC867,095$150M1.38%-99,21413F-HRTimelineGroup
RiverFront Investment Group, LLC861,595$149M2.91%+23,38713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …827,221$143M0.13%-194,71713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC764,124$132M0.17%-181,12013F-HRTimeline
Parker Investment Management, LLC700,717$121M18.61%+391,27313F-HRTimeline
Cetera Investment Advisers679,018$118M0.2%-24,21513F-HRTimeline
Janney Montgomery Scott LLC629,554$109M0.29%+8,71413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC625,742$108M0.02%+41,25813F-HRTimelineGroup
OneDigital Investment Advisors LLC588,846$102M1.13%-68,13213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC522,502$90.5M1.95%-34,33813F-HRTimeline
NewEdge Advisors, LLC517,376$89.6M0.46%-58,29313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP484,538$84M0.08%-24,17213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.455,807$78.8M0.14%+38,22813F-HR/ATimelineGroup
SOFI WEALTH, LLC420,020$72.8M4.45%+14,76413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding419,333$72.7M+38,728Timeline
Quotient Wealth Partners, LLC382,977$66.4M1.95%+3,16313F-HRTimeline
HighTower Advisors, LLC374,589$64.9M0.08%-1,33513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…374,478$64.9M0.04%-5,42613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…369,743$64.1M0.05%+53,07113F-HRTimelineGroup
Sanctuary Advisors, LLC356,960$61.9M0.38%+22,95813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp355,456$61.6M0.01%-21,43913F-HRTimelineGroup
Portfolio Strategies, Inc.349,410$60.5M7.88%-2,90913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS340,996$59.1M0.13%+1,42213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.327,678$56.8M0.31%+49513F-HRTimeline
CW Advisors, LLC316,228$54.8M0.53%-2,30713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…315,106$54.6M0.44%-29,33513F-HRTimelineGroup
Foundations Investment Advisors, LLC314,185$54.4M0.86%+28,03913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…282,556$49M0.11%+18,15513F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.278,924$48.3M<0.01%-550,54813F-HRTimelineGroup
Cambridge Investment Research Advisors,…259,048$44.9M0.14%-20,59213F-HRTimeline
NorthCoast Asset Management LLC248,187$43M0.18%+246,01013F-HRTimeline
Private Advisor Group, LLC244,327$42.3M0.23%+22,48013F-HRTimeline
Merit Financial Group, LLC240,171$41.6M0.46%+33,76913F-HRTimeline
JB Capital LLC229,398$39.7M1.93%-52,11513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding228,045$39.5M+17,527Timeline
Atlas Legacy Advisors, LLC222,300$38.5M8.49%-16513F-HRTimeline
Apexium Financial, LP202,438$35.1M1.86%+1,50913F-HRTimeline
PINKERTON WEALTH, LLC197,934$34.3M4.09%new13F-HRTimeline
Howard Capital Management Group, LLC194,892$33.8M2.35%-1,85013F-HRTimeline
Advocacy Wealth Management, LLC191,964$33.3M2.04%-33813F-HRTimeline
Vestmark Advisory Solutions, Inc.186,792$32.4M0.47%+142,72613F-HRTimeline
Mariner, LLCin group Mariner, LLC183,162$31.7M0.05%-63213F-HRTimelineGroup
FIRST MERCHANTS CORP181,849$31.5M1.22%-4,71013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…171,187$29.7M0.03%+170,03613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP165,391$28.7M0.04%-4,38213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP161,525$27.7M0.02%+32,74713F-HRTimelineGroup
Creative Planningin group Creative Planning159,756$27.7M0.02%-9,29613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK157,480$27.3M0.16%-9,44813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP155,464$26.9M0.03%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC150,521$26.1M0.26%+29,52513F-HRTimeline
Perennial Investment Advisors, LLC148,940$25.8M2.51%+14,18613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC144,290$25M0.97%-14,59013F-HRTimelineGroup
IHT Wealth Management, LLC138,066$23.9M0.66%+16,71113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.136,771$23.7M0.2%+10,64813F-HRTimelineGroup
True Freedom Investing, LLC136,642$23.7M9.32%13F-HRTimeline
Atria Investments, Inc124,468$21.6M0.25%-1,16213F-HRTimeline
Compound Planning, Inc.121,976$21.1M0.8%+7,24213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,336$20.9M0.03%-23,95513F-HRTimeline
MA Private Wealth120,144$20.8M3.72%+77813F-HRTimeline
Austin Private Wealth, LLC115,559$20M1.59%-20,71213F-HRTimeline
Perigon Wealth Management, LLC114,246$19.8M0.46%+72613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC114,226$19.8M0.52%-19,77913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…114,122$19.8M0.38%+87,29013F-HRTimelineGroup
Patton Albertson Miller Group, LLC113,957$19.7M2.6%+11,25613F-HRTimeline
Stillwater Capital Advisors, LLC111,485$19.3M2.46%-53513F-HRTimeline
AE Wealth Management LLC111,330$19.3M0.14%-39,02813F-HRTimeline
Capital Investment Advisors, LLC110,401$19.1M0.34%-2,47213F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC107,372$18.6M1.72%-1,37413F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding107,207$18.6M+50,050Timeline
Icon Wealth Advisors, LLC105,584$18.3M1.3%-3,05913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/104,252$18.1M0.01%+1,55913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\103,453$17.9M0.02%-8,18513F-HRTimelineGroup
Steward Partners Investment Advisory, L…98,383$17M0.13%+16,29013F-HRTimeline
Buttonwood Financial Group, LLC96,799$16.9M8.56%+23,09013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …96,516$16.7M1.09%-12,94913F-HR/ATimeline
First Citizens Financial Corp92,630$16.1M8.83%-10,84113F-HRTimeline
CFS Investment Advisory Services, LLC92,053$15.9M1.3%-6,79413F-HRTimeline
Shepherd Financial Partners LLC90,776$15.7M1.66%+2,53613F-HRTimeline
Mendel Capital Management LLC90,645$15.7M8.95%-3,32013F-HRTimeline
First Horizon Advisors, Inc.90,573$15.7M0.41%-1,49413F-HRTimeline
Pettinga Financial Advisors LLC89,073$15.4M3.38%+19,17213F-HRTimeline
Horizon Wealth Management, LLC88,834$15.4M2.7%+85,63213F-HRTimeline
Advisory Services Network, LLC84,022$15.2M0.25%-101,97013F-HRTimeline
RVW Wealth, LLC86,278$14.9M1.27%+10,25313F-HRTimeline
Orion Porfolio Solutions, LLC84,600$14.7M0.13%+26,10913F-HR/ATimeline
HC Advisors, LLC81,474$14.1M9.97%-2,70813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP81,169$14.1M0.02%-18513F-HR/ATimelineGroup
Horst & Graben Wealth Management LLC80,737$14M2.32%-3,88613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC79,605$13.8M0.97%+25,27313F-HRTimeline
Stone House Investment Management, LLC78,963$13.7M2.51%+7,79213F-HRTimeline
One Wealth Advisors, LLC77,759$13.5M1.87%-5,09213F-HRTimeline
&PARTNERS77,704$13.5M0.1%+23,05713F-HRTimeline
Strategic Blueprint, LLC77,438$13.4M0.66%-2,13413F-HRTimeline
Security Financial Services, INC.76,214$13.2M2.33%-2,53613F-HRTimeline
West Wealth Group, LLC71,060$12.9M3.21%-5,16813F-HRTimeline
FMR LLCin group FMR LLC74,106$12.8M<0.01%+5,42813F-HRTimelineGroup
Farther Finance Advisors, LLC73,284$12.7M0.25%-29,93513F-HRTimeline
Guerra Advisors Inc72,318$12.5M5.92%-2,28713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/70,774$12.3M0.01%+3813F-HR/ATimelineGroup
Rollins Financial Advisors, LLC69,542$12M1.92%+2,47413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC69,212$12M1.49%+3,36513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.67,450$11.7M0.02%-5,91013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp67,247$11.7M0.04%+29,21813F-HRTimelineGroup
Atria Wealth Solutions, Inc.66,992$11.6M0.26%-78,44813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp65,526$11.4M0.26%new13F-HRTimelineGroup
Signature Wealth Management Partners, L…65,048$11.3M6.44%+49613F-HRTimeline
Lifelong Wealth Advisors, Inc.64,710$11.2M3.72%-30,71313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding62,735$10.9M+1,774Timeline
Summit X, LLC62,612$10.8M2.02%+19,77513F-HRTimeline
CPR Investments Inc.62,442$10.8M8.4%+46,37213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC61,782$10.7M0.04%-1,47613F-HRTimelineGroup
Stonebridge Financial Planning Group, L…61,354$10.6M4.44%-1,77513F-HRTimeline
GRIES FINANCIAL LLC61,116$10.6M1.93%-3,61813F-HRTimeline
SteelPeak Wealth, LLC60,698$10.5M0.41%-9,86213F-HRTimeline
Sharkey, Howes & Javer59,329$10.3M1.38%-7,48513F-HRTimeline
Finley Financial, LLC59,106$10.2M5.15%+8013F-HRTimeline
High Falls Advisors, Inc58,931$10.2M2.26%-6,86413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding58,508$10.1M+39,747Timeline
Prospera Financial Services Inc58,274$10.1M0.19%-61,93913F-HRTimeline
J.W. COLE ADVISORS, INC.57,342$9.94M0.21%+3,22513F-HRTimeline
Keebeck Wealth Management57,143$9.9M1.3%-6,00613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC56,687$9.82M0.09%+5,42913F-HRTimeline
KICKSTAND VENTURES, LLC.56,514$9.79M2.29%+10,03013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…55,949$9.69M0.02%-222,20613F-HR/ATimelineGroup
MAI Capital Management55,797$9.67M0.07%-57613F-HRTimeline
FINANCIAL LIFE ADVISORS55,444$9.61M3.29%+2,19713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC55,348$9.59M0.02%+81313F-HRTimelineGroup
Kelly Financial Services LLC55,103$9.55M2.81%+69613F-HRTimeline
Dynamic Advisor Solutions LLC54,103$9.37M0.29%+35,03013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53,908$9.34M0.02%+2,49013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management53,058$9.19M0.33%-2,00713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC52,821$9.15M0.05%+60513F-HRTimelineGroup
Mechanics Bank Trust Department52,541$9.1M1.31%-9,52513F-HRTimeline
Cadent Capital Advisors, LLC51,474$8.92M2.92%-56013F-HRTimeline
Jackson Wealth Management, LLC51,250$8.88M0.97%-26513F-HRTimeline
Perkins Coie Trust Co50,471$8.75M1.49%-1,27513F-HRTimeline
ONE Advisory Partners, LLC48,798$8.71M2.91%-32813F-HRTimeline
Crown Wealth Group, LLC50,231$8.7M3.27%+16,84813F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD50,000$8.66M0.01%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding49,476$8.57M-297Timeline
COMERICA BANK49,415$8.56M0.03%-93413F-HRTimeline
Essex LLC48,987$8.49M1.67%+9,96213F-HRTimeline
Centerline Wealth Advisors, LLC48,764$8.45M4.15%+12,18013F-HRTimeline
Prime Capital Investment Advisors, LLC48,305$8.37M0.11%-1,85713F-HRTimeline
Cypress Wealth Services, LLC48,178$8.35M1.49%-4,32913F-HRTimeline
J.Safra Asset Management Corp47,904$8.3M0.58%013F-HR/ATimeline
WCG Wealth Advisors LLC47,579$8.24M0.53%-52413F-HRTimeline
Bleakley Financial Group, LLC47,441$8.22M0.21%+59913F-HRTimeline
CERTUITY, LLC47,017$8.15M0.77%-65713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,925$8.13M0.02%+2,81213F-HRTimeline
Central Pacific Bank - Trust Division46,893$8.13M1.04%+9,39413F-HRTimeline
Blue Trust, Inc.46,827$8.11M0.1%-8,56913F-HRTimeline
Prostatis Group LLC45,535$7.89M2.26%+19,21513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC45,223$7.84M5.26%+813F-HRTimeline
WEALTH ALLIANCE, LLC45,072$7.81M0.87%-5,39613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC44,821$7.77M1.22%-3,27913F-HRTimeline
BEACON FINANCIAL GROUP44,436$7.7M0.8%-1,33913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,316$7.68M0.01%-24113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC44,256$7.67M0.27%-278,60713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC44,008$7.62M0.25%+24,34413F-HRTimelineGroup
IFP Advisors, Inc43,667$7.57M0.22%+82613F-HRTimeline
KWB Wealth53,406$7.5M0.91%+9,03113F-HRTimeline
Focus Financial Network, Inc.43,247$7.49M0.3%-5,25413F-HRTimeline
TABLEAUX LLC43,088$7.47M4.28%+2,77313F-HR/ATimeline
PITTENGER & ANDERSON INC43,015$7.45M0.27%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …42,991$7.45M0.09%-1,41013F-HR/ATimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding42,990$7.45M-2,801Timeline
Physician Wealth Advisors, Inc.42,388$7.34M1.15%-6,67413F-HRTimeline
Federation des caisses Desjardins du Qu…41,599$7.21M0.03%+22813F-HRTimeline
SCOTIA CAPITAL INC.40,986$7.1M0.03%+1,25213F-HRTimeline
Ciovacco Capital Management LLC40,573$7.03M3.82%-45,83913F-HRTimeline
TSA Wealth Managment LLC40,278$6.98M2.55%-5,19413F-HRTimeline
Simmons Bankin group Simmons Bank40,052$6.94M0.49%-67113F-HRTimelineGroup
Commonwealth Financial Services, LLC39,830$6.9M1.33%+23,84613F-HRTimeline
Sigma Planning Corp39,448$6.84M0.21%-1,28713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC39,233$6.8M0.54%+25,87513F-HRTimeline
Berkeley Capital Partners, LLC39,113$6.78M1.72%+29513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP39,180$6.73M0.01%+9,84013F-HRTimeline
First Heartland Consultants, Inc.38,174$6.61M0.59%+1,00713F-HRTimeline
Mutual Advisors, LLC36,187$6.51M0.16%+6513F-HRTimeline
Empirical Asset Management, LLC37,154$6.44M1.99%-15513F-HRTimeline
Keystone Financial Services37,013$6.41M2.18%-10,02113F-HRTimeline
Regal Investment Advisors LLC36,875$6.39M0.48%-2,65413F-HRTimeline
Midwest Capital Advisors, LLC36,835$6.38M3.36%-4,41813F-HRTimeline